Wealth management

It’s all but inevitable that the Biden administration, as well as lawmakers at the state level, will target millionaires and billionaires for more levies.

The heirs of billionaire Heinz Hermann Thiele may owe German authorities more than 5 billion euros ($6 billion) in inheritance taxes, potentially the largest such bill in the country’s history, according to ManagerMagazin.

Gamification and the ease of using apps with access to complex financial instruments presents substantial risk.

Many RIAs can qualify for this lucrative benefit. Here’s what you need to know this tax filing season.

Accountants will want to fulfill their fiduciary responsibility, while avoiding fiduciary liability.

Advisors are urging clients to make tax-planning moves this year to preserve the preferential capital gains rate and turbocharge business deductions.

Staffing and compensating a financial planning practice starts with the right model.

Brown Schultz Sheridan & Fritz announces two annual initiatives for minority students; and Test Prep Insight opens its $1,000 student scholarship.

President Joe Biden said anyone earning more than $400,000 a year would see a tax increase under his forthcoming economic program, highlighting the administration’s plans to address inequality in part through levies on the wealthy.

Estate planners are keeping a close eye on the department’s agenda, anticipating the possible revival of several regulatory projects shelved by the Trump administration.